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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

88 hedge funds and large institutions have $103M invested in SPDR MSCI USA Gender Diversity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MD
Money Design
Japan
$9.63M
2
MIAN
Mariner Independent Advisor Network
Kansas
$1.18M
3
HGWM
Harvest Group Wealth Management
Massachusetts
$729K
4
LPL Financial
LPL Financial
California
$7.78M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
Ameriprise
Ameriprise
Minnesota
$549K
3
UBS Group
UBS Group
Switzerland
$3.91M
4
FHA
First Horizon Advisors
Tennessee
$220K
5
SAM
Secure Asset Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
1
Rock Creek Group
District of Columbia
$20.7M – – –
Morgan Stanley
2
Morgan Stanley
New York
$17.4M -$4.84M -52,481 -22%
MD
3
Money Design
Japan
$9.63M +$1.93M +20,926 +25%
LPL Financial
4
LPL Financial
California
$7.78M +$717K +7,771 +10%
Bank of America
5
Bank of America
North Carolina
$5.35M +$80.9K +877 +2%
UBS Group
6
UBS Group
Switzerland
$3.91M -$687K -7,443 -15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.35M +$198K +2,148 +6%
Betterment LLC
8
Betterment LLC
New York
$3.09M +$275K +2,978 +10%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.8M +$327K +3,483 +13%
AFG
10
Albion Financial Group
Utah
$2.03M -$16.3K -177 -0.8%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.99M -$203K -2,205 -9%
LWP
12
Laurel Wealth Planning
Minnesota
$1.4M -$199K -2,161 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.4M +$44.6K +429 +3%
Citadel Advisors
14
Citadel Advisors
Florida
$1.38M +$280K +3,037 +25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.37M +$616K +6,672 +81%
Allianz Asset Management
16
Allianz Asset Management
Germany
$1.26M – – –
MIAN
17
Mariner Independent Advisor Network
Kansas
$1.18M +$1.18M +12,771 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.1M -$3.32K -36 -0.3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.09M +$194K +2,105 +22%
ET
20
Equitable Trust
Tennessee
$948K +$228K +2,476 +32%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$926K -$166K -1,795 -15%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$729K +$729K +7,903 New
HighTower Advisors
23
HighTower Advisors
Illinois
$640K -$5.7K -62 -0.9%
CWM
24
Congress Wealth Management
Massachusetts
$629K +$2.68K +29 +0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$604K +$65.9K +715 +12%
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